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DRI Healthcare Trust (DHT-UN) investor relations material
DRI Healthcare Trust Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary14 Aug, 2025
Executive summary
Completed internalization of investment management, aligning interests and improving governance, with a $48 million termination payment and $1 million asset acquisition, expected to generate $200 million in savings over 10 years.
Portfolio assets performed as anticipated, with strong contributions from Orsurdue, Xolair, and new FDA approval for ECTRLY/Ekterly.
Robust pipeline of over $3 billion in royalty opportunities under evaluation.
CFO Amit Kapur to depart after stabilizing the company and leading the internalization process.
Portfolio of 28 royalty streams on 21 products generated $40.2 million in Q2 cash receipts.
Financial highlights
Q2 2025 total cash receipts: $40.2 million, down 7% year-over-year, mainly due to Omidria and Ampovelli.
Total income: $44.1 million, up 6% year-over-year.
Adjusted EBITDA: $30.4 million, down 8% year-over-year, with margin at 76%-80% depending on non-recurring costs.
Adjusted cash earnings per unit: $0.51 for Q2 2025.
Cash and equivalents at June 30: $82.5 million; credit facility availability: $273.1 million.
Outlook and guidance
Adjusted EBITDA margins expected to return to historical levels post-internalization.
Focus on sustainable growth, strong governance, and execution on a robust investment pipeline.
Aim to distribute 20%-30% of free cash flow to unitholders.
Anticipate stronger performance from ECTRLY/Ekterly and continued outperformance from Orsurdue and Xolair.
Omidria expected to gradually recover as reimbursement stabilizes and new settings launch.
Internalization's impact on investor base?
Ekterly's approval: mutual decision or not?
Vonjo's reimbursement changes: expectations?
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Next DRI Healthcare Trust earnings date
Q3 20256 Nov, 2025
Next DRI Healthcare Trust earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
DRI Healthcare Trust is a specialty finance company focused on investing in healthcare royalties. The company acquires and manages royalty streams and other income-generating assets associated with pharmaceutical and biotechnology products. By partnering with healthcare innovators, DRI Healthcare Trust provides funding while benefiting from long-term revenue derived from global drug sales. The company is headquartered in Toronto, Canada, and its shares are listed on the TSX.
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